Shane brings a genuine and approachable style to financial planning. He believes strong advisory relationships are built on trust, transparency, and truly understanding what matters most in a client’s life, not just financially, but personally, so every recommendation aligns with their goals, values, and stage of life.
Shane graduated from the University of St. Thomas in 2018, where he was a member of the men’s golf team from 2014 to 2018. A two-time club champion at Mendakota Country Club, Shane credits competitive golf with shaping his discipline, patience, and commitment to continuous improvement, traits he brings into his work with clients every day.
He began his career in financial services in 2021 and quickly developed a passion for helping families build financial confidence through disciplined planning. What Shane values most about being an advisor is serving as a trusted resource during important life decisions and growing alongside families as their goals evolve.
As a CERTIFIED FINANCIAL PLANNER™ professional, Shane has completed rigorous education requirements, passed a comprehensive national examination, and meets ongoing experience and ethical standards established by the CFP Board. The CFP® designation reflects his commitment to delivering comprehensive financial planning and acting in the best interest of his clients.
He grew up in Mendota Heights, Minnesota, and now lives in Eagan with his wife, Sami, and their son, Lou, along with their golden retriever, Mabel. Outside the office, Shane enjoys golfing, trying new restaurants, staying active, and spending time with his family.
Shane’s personal motto reflects his approach to planning: Planning today. Thriving tomorrow.